About Lincoln Financial Group
<p>Retirement plan administration is a core part of Lincoln Financial Group’s business, with a focus on recordkeeping and compliance support for employer-sponsored plans. Founded in 1905, the firm has 11,000 employees and works with 7,622 clients overseeing $116.4B in AUM (2025).</p> <p>The company is headquartered in Radnor, Pennsylvania, in the Philadelphia metro area, and has major offices in Hartford, Connecticut (Greater Hartford), Fort Wayne, Indiana (northeast Indiana), and Omaha, Nebraska (the Omaha–Council Bluffs metro). This multi-office footprint supports plan sponsors across the Midwest and Northeast, as well as nationally.</p> <p>Lincoln Financial Group is a Fortune 200 financial services company that also offers annuities, life insurance, and group protection. For plan sponsors, the differentiator is the ability to pair day-to-day plan administration with a broader menu of insurance and retirement products under one organization.</p> <ul> <li>Plan recordkeeping for employer retirement programs</li> <li>Compliance support tied to ongoing plan operations</li> <li>Retirement plan services for employers and their employees</li> <li>Annuities, life insurance, and group protection offerings</li> </ul>
Website: https://www.lincolnfinancial.com/public/employers/products/employerretirementplans
Founded: 1905
Employees: 11000
Office Locations
- Fort Wayne, IN
- Omaha, NE
- Radnor, PA (Headquarters)
- Hartford, CT
Services Offered
- Compliance Services
- Recordkeeping
Client Statistics (2025)
- Total Clients: 21,200
- Total AUM: $116.4B
- Total Participants: 1,567,285
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| IBM 401(K) PLAN | INTERNATIONAL BUSINESS MACHINES CORPORATION, NY | $59.4B | 49,030 |
| THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES, WA | $23.3B | 27,197 |
| CITI RETIREMENT SAVINGS PLAN | CITIGROUP INC., CT | $23.2B | 74,487 |
| PFIZER SAVINGS PLAN | PFIZER INC, NY | $22.0B | 29,469 |
| UPS RETIREMENT PLAN | UNITED PARCEL SERVICE OF AMERICA, INC., GA | $21.2B | 39,297 |
| CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN | CHEVRON CORPORATION, TX | $20.4B | 22,195 |
| GE AEROSPACE PENSION PLAN | GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE, OH | $19.0B | 8,887 |
| NORTHROP GRUMMAN PENSION PLAN | NORTHROP GRUMMAN CORPORATION, VA | $18.8B | 11,507 |
| THE BANK OF AMERICA PENSION PLAN | BANK OF AMERICA CORPORATION, RI | $17.6B | 51,062 |
| IBM PERSONAL PENSION PLAN | INTERNATIONAL BUSINESS MACHINES CORPORATION, NY | $17.6B | 43,052 |
| PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN | PACIFIC GAS AND ELECTRIC COMPANY, CA | $17.5B | 28,573 |
| CONSOLIDATED EDISON RETIREMENT PLAN | CONSOLIDATED EDISON COMPANY OF NEW YORK, INC., NY | $15.5B | 10,314 |
| THE BOEING COMPANY EMPLOYEE RETIREMENT PLAN | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES, WA | $15.4B | 30,211 |
| DELL INC. 401(K) PLAN | DELL INC., TX | $14.6B | 36,668 |
| GE HEALTHCARE PENSION PLAN | GE HEALTHCARE TECHNOLOGIES INC., IL | $13.7B | 5,008 |
| UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN | BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN, GA | $12.2B | 68,290 |
| FORD MOTOR COMPANY GENERAL RETIREMENT PLAN | FORD MOTOR COMPANY, MI | $12.1B | 8,223 |
| MAYO PENSION PLAN | MAYO CLINIC, MN | $11.7B | 74,151 |
| RETIREMENT SECURITY PLAN | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA | $11.5B | 56,128 |
| EXXONMOBIL PENSION PLAN | EXXON MOBIL CORPORATION, TX | $11.2B | 22,227 |
Showing top 20 of 1,929 plans serviced in 2025.